1: Click Admin in the menu.

2: Select Action Library from the drop down list - the Action Library will open.

1: Select the required action.

2: Click Edit - the Action Library window will open.

OR Create a new action.

1: Click the Documents tab - the Document list will open.

2: Click New - the Document to Run window will open.

1: Select the required document from the drop down list.

2: Select which claim the document should run on. See below for available options.

3: Tick the Auto Print checkbox if the document should be sent directly to the default printer. If the checkbox is not ticked, the document will be created in a Microsoft Word document for editing and manual printing.

4: Select whether this document should run for all statuses or whether it should be status specific.

5: Click OK to save and close the window.

When a template is applied to the client, there is no option to run it dependent on a claim status.
A specific claim type action cannot run other claim type documents. See the next step for override options.
A claim document cannot be run against a client. See the next step for override options.